Disclaimer and Notices
This report is for information purpose only. The views expressed in this report do not necessarily
constitute the view of the Bank or its employees. The Bank makes no
warranty of any kind with respect to the completeness or accuracy. The information contained in this
report is sourced from empanelled external experts for the benefit
of the customers and it does not constitute legal advice from the Bank. The Bank and its subsidiaries,
its Directors, employees, contributors and personnel shall not
be responsible or liable for any damage or loss resulting from or arising due to reliance on or use of
any information contained herein. This report should be read in
conjunction with the information contained in “About Kotak Private”
For queries, please write to info.private@kotak.com
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About Kotak Mahindra Group
Established in 1985, Kotak Mahindra Group is one
of India’s leading financial services conglomerates.
In February 2003, Kotak Mahindra Finance Ltd.
(KMFL), the Group’s flagship company, received
banking licence from the Reserve Bank of India (RBI),
becoming the first non-banking finance company in
India to convert into a bank - Kotak Mahindra Bank
Ltd. (Bank). Kotak Mahindra Group (Group) offers
a wide range of financial services that encompass
every sphere of life. From commercial banking,
to stock broking, mutual funds, life and general
insurance and investment banking, the Group
caters to the diverse financial needs of individuals
and the corporate sector. The premise of Kotak
Mahindra Group’s business model is concentrated
India, diversified financial services. The bold
vision that underscores the Group’s growth is an
inclusive one, with a host of products and services
designed to address the needs of the unbanked and
insufficiently banked. Kotak Mahindra Group has a
global presence through its subsidiaries in UK, USA,
Gulf Region, Singapore and Mauritius with offices in
London, New York, Dubai, Abu Dhabi, Singapore and
Mauritius, respectively. As on 31st December, 2024,
the Bank has a national footprint of 2,068 branches
and 3,337 ATMs (incl. cash recyclers) and branches
in GIFT City (Gujarat) and DIFC (Dubai).
About Kotak Private
Kotak Private Banking, a division of the Bank, is one
of the oldest and most respected private banking
institutions in India. It provides end-to-end banking
and investment services to its clientele, which
includes 60% of India’s top 100 families (Source:
derived from the Forbes India Rich List, 2024). For
over 20 years and even during uncertain and volatile
times, Kotak Private Banking has maintained its
leadership position in the Indian private banking
industry due to its in-depth understanding of the
capital markets environment, asset classes and the
associated risks, while catering to customised client
requirements, helping them live their purpose.
Kotak Private is a proposition offered by Kotak Group across
multiple entities in the Group. Investment services (distribution
and referral) are offered by Kotak Private Banking, housed in
Kotak Mahindra Bank Ltd. (Bank). Investment advisory services
are offered by Kotak Alternate Asset Managers Ltd. (KAAML).
Family office services – Investment related are offered by
KAAML and services which are ancillary to investment advisory
will be offered by third party service providers, coordinated
by KAAML. Estate Planning services are provided by Kotak
Mahindra Trusteeship Services Ltd. (KMTSL). Broking services
are offered through Kotak Securities Ltd.
Kotak Securities Ltd., KAAML and KMTSL are wholly owned
subsidiary of the Bank. Philanthropy & Social Impact investing
services are provided by external experts and are coordinated
by Kotak Group.
For more information, visit the Company’s website at
www.kotakprivate.com
